Insight Therapy Solutions
Growth KPI Dashboard
Kept intakes (90791 / 90792), lead conversion, referral partner performance and capacity.
Reporting through
Sep 22, 2026
Reporting window
Showing
Jan–Sep 2026
Monthly views follow this window; YTD-labeled panels stay full-year.
Kept # — Partners YTD
219
Kept Rate (Referrals)
36.1%
Mktg Kept (excl. blank source)
1,138
Total Kept
1,496
Cancel/No-Show (Sep)
19.0%
Leads YTD
6,670
Lead → Scheduled†
21.4%
Partner Referrals (Fax)
607
Active Partners (Last 3 Months)
63
Refs / Active Partner (Last 3 Months)
4.0
Demand & Conversion
Leads vs Kept by Month
Cross-system funnel: Leads vs kept by month.
May and Aug leads include LVMH list imports (Aug: 1,685 records on Aug 25). Sep = Sep 1–22.
Lead → Scheduled Funnel†
| Month | Leads | MoM | Sched† | Sched %† |
|---|---|---|---|---|
| Jan | 423 | — | 120 | 28.4% |
| Feb | 457 | ▲ 8.0% | 125 | 27.4% |
| Mar | 559 | ▲ 22.3% | 151 | 27.0% |
| Apr | 455 | ▼ 18.6% | 135 | 29.7% |
| May | 1,002 | ▲ 120.2% | 171 | 17.1% |
| Jun | 546 | ▼ 45.5% | 181 | 33.2% |
| Jul | 608 | ▲ 11.4% | 203 | 33.4% |
| Aug | 2,232 | ▲ 267.1% | 190 | 8.5% |
| Sep | 388 | ▼ 82.6% | 150 | 38.7% |
Blank Referral Source — Kept Intakes YTD
1399.3% of 1,496 kept
139 kept intakes (9.3% of 1,496) have a blank referral field in Ensora. They are counted as unattributed, not marketing. Jan–Jul 102 · Aug 20 · Sep 1–22 17.
Kept Intakes — Partners vs Marketing
Jan–Sep 2026 — Partners 219 · Marketing 1,240 · Blank source 37 · Total 1,496 (YTD total 1,496)
Marketing excludes blank referral source. Blank-source kept intakes shown separately: Aug 20, Sep 1–22 17, Jan–Jul 102 (Jul 31 dashboard note, not split by month, so Jan–Jul marketing bars still include them).
Kept Intakes by Referral Source (YTD)
Marketing Partner
"-" = blank referral field in Ensora (unattributed kept intakes).
Channel Performance
Channel Groups — Leads, Scheduled & Share†
| Channel group | Leads | Sched† | Sched %† | Share |
|---|---|---|---|---|
| Directories | 1,047 | 249 | 23.8% | 15.7% |
| Digital / Web | 715 | 294 | 41.1% | 10.7% |
| Insurance | 942 | 348 | 36.9% | 14.1% |
| LVMH Acquisition | 2,377 | 80 | 3.4% | 35.6% |
| Fax Referrals | 454 | 162 | 35.7% | 6.8% |
| Provider / Clinics | 333 | 106 | 31.8% | 5.0% |
| Word of Mouth | 141 | 87 | 61.7% | 2.1% |
| Internal (ITS) | 111 | 57 | 51.4% | 1.7% |
| Email Marketing | 5 | 1 | 20.0% | 0.1% |
| Unknown / Other | 545 | 42 | 7.7% | 8.2% |
Psychology Today — Leads & Sched %†
Insurance Company is the #1 kept-intake producer YTD (324); Psychology Today is #2 (311). Psychology Today lead → scheduled YTD: 25.4%.
Source Performance (YTD)
| Source | Leads | Scheduled† | Sched % |
|---|---|---|---|
| Las Vegas Mental Health & TMS Center (LVMH) | 2,377 | 80 | 3.4% |
| Psychology Today | 966 | 245 | 25.4% |
| Insurance Company | 942 | 348 | 36.9% |
| Not sure | 543 | 41 | 7.6% |
| Fax Referral | 454 | 162 | 35.7% |
| Web Research / Google | 407 | 189 | 46.4% |
| Clinics/Hospitals | 318 | 102 | 32.1% |
| Calendly | 224 | 87 | 38.8% |
| Family/Friends | 141 | 87 | 61.7% |
| ITS Therapist | 86 | 46 | 53.5% |
Referral Partner Network
Partner Referrals by Month
Partner Health
- Active partners (Jul 1–Sep 22)
- 63
- Lapsed (none since Jun 30)
- 36
- Referring partners YTD
- 99
- Active %
- 63.6%
- Avg referrals / month (Jan–Aug)
- 64.4
- Referrals / active partner (Last 3 Months)
- 4.0
- Avg referrals / partner (YTD)
- 5.8
- Partner referrals logged YTD
- 576
- Top-5 partner share
- 37.3%
Top Partners — YTD & Last 3 Months
| Partner | YTD | Last 3 months | Status |
|---|---|---|---|
| Nevada Health Centers | 66 | 24 | Active |
| Astrana Care | 44 | 12 | Active |
| Bamboo Family Clinic | 42 | 34 | Active |
| Recovery Psychiatric Services | 39 | 23 | Active |
| CenterWell Health | 24 | 6 | Active |
| TeleMind | 24 | 0 | Lapsed |
| St. Rose Pediatrics | 22 | 9 | Active |
| Satori Behavioral Health | 20 | 20 | Active |
| Nevada Pediatric Specialist | 20 | 11 | Active |
| Positive Pathways | 19 | 5 | Active |
| Axis Psychiatry | 14 | 6 | Active |
| Southside Pediatric Center | 11 | 0 | Lapsed |
| Guanaroca Medical Center | 10 | 7 | Active |
| Mountain Vista Pediatrics Inc | 10 | 0 | Lapsed |
| Rejuven Health | 9 | 0 | Lapsed |